Privacy Policy
Effective Date: March 15, 2026
The Kalo Group ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our administrative and coordination services.
Information We Collect
We may collect the following types of information:
- Personal Information: Name, email address, phone number, mailing address, and other contact details you provide through our contact forms or during the onboarding process.
- Estate & Entity Information: Documents, records, and data related to your estate, entities, or operations that you share with us for coordination purposes.
- Usage Data: Information about how you interact with our website, including IP address, browser type, pages visited, and time spent on pages.
- Cookies & Tracking: We may use cookies and similar technologies to enhance your browsing experience and analyze site traffic.
How We Use Your Information
We use the information we collect to:
- Provide, maintain, and improve our administrative and coordination services
- Communicate with you about your account, services, and inquiries
- Coordinate with your professional advisors (attorneys, CPAs, financial advisors) on your behalf
- Organize, track, and manage documentation and action items
- Send relevant updates or information related to our services
- Comply with legal obligations
How We Share Your Information
We do not sell your personal information. We may share your information in the following circumstances:
- With Your Professional Advisors: We coordinate with attorneys, CPAs, financial advisors, and other professionals you have engaged, sharing only the information necessary to facilitate that coordination.
- Service Providers: We may share information with trusted third-party vendors who help us operate our business (e.g., hosting, email services), subject to confidentiality obligations.
- Legal Requirements: We may disclose information if required by law, regulation, or legal process.
- With Your Consent: We may share information when you provide explicit consent.
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
Data Retention
We retain your information for as long as necessary to provide our services and fulfill the purposes described in this policy, or as required by law. When your information is no longer needed, we will securely dispose of it.
Your Rights
Depending on your jurisdiction, you may have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your personal information
- Opt out of certain data processing activities
- Withdraw consent where processing is based on consent
To exercise any of these rights, please contact us using the information below.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.
Contact Us
If you have questions or concerns about this Privacy Policy, please contact us at:
The Kalo Group
250 Magnolia Ave SW #102
Winter Haven, FL 33880